Social Security Planning

What Baby Boomers need to know to maximize their Retirement Income.

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions they make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

Questions boomers are asking include:

Will Social Security be there for me?

How much can I expect to receive?

When should I apply for Social Security?

How can I maximize my benefits?

Will Social Security be enough to live on in retirement?

If you need help with any of the above questions and would like a personalized Social Security Analysis, please contact us.

Twombly Wealth Management Group helps baby boomers better understand the Social Security system by assisting with the following:

5 factors to consider when deciding when to apply for benefits

When it makes sense to delay benefits -- and when it does not

Why you should always check your earnings record for accuracy

How to estimate your benefits

How to coordinate benefits with your spouse

How to minimize taxes on Social Security benefits

How to coordinate Social Security with your other sources of retirement income

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.